Treating Customers Fairly

JCF Financial Services Ltd is committed to the FCA principle of Treating Customers Fairly. This complements our ethos of helping our clients to achieve their financial objectives and goals by securing them a successful financial future. We strive to exceed expectations while being responsive to our client’s individual needs. Through this commitment to excellence and integrity we aim to be the advisors of choice to our clients and customers.

To ensure that our clients and customers are always treated fairly JCF adhere to the following:

To always ensure you receive fair treatment, which is fundamental to our ethos

Only provide you with products and advice that you need

Ensure that all the information you receive is clear and precise – in plain English

Provide you with advice that is tailored to your specific needs

Only recommend products that perform as we have led you to believe

Explain all available options in a manner that helps you make an informed decision

Endeavour to provide you with an excellent service, both before and after the point of sale

Always act in an ethical and legal manner

Regularly monitor our business practices to ensure that all our clients and customers are being treated fairly and continue to do so.

At JCF Financial Services Ltd we are dedicated to providing our clients and customers with the highest level of quality and the very best impartial advice. To achieve this we need to earn our clients and customers trust and we can only achieve that by treating our clients and customers fairly.

To help monitor the effectiveness of our Treating Customers Fairly policy, we ask our clients and customers for feedback of our service. This feedback service is also available through this website by clicking through to our TCF Centre.

If you are looking for more information on managing your money, options available to you or help with your finances then the Financial Conduct Authority’s Money Advice Service website offers a range of tools and impartial information: http://www.moneyadviceservice.org.uk

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you would like advice as to whether a particular investment is suitable for you then please contact JCF Financial Services Ltd.

Should you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk